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Mitch McLean CFP, Financial and Investment Advisor
Clear guidance for investing and retirement in Ottawa.
5
Accountant
$$$
Clear guidance for investing and retirement in Ottawa.
Based in Ottawa at 1565 Carling Ave, Mitch McLean CFP, Financial and Investment Advisor provides clear, client-focused financial and investment guidance. Clients praise deep knowledge, responsiveness, and patient explanations, with strategies tailored to reach financial goals and retirement. Trusted for steady support through market shifts and long-term planning.
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Comprehensive financial goal setting and strategy development for retirement, savings, and wealth building.
Personalized investment portfolio management and strategies to optimize returns and manage risk.
Tailored plans to ensure financial security and freedom during retirement years.
Advisory services for business owners to align financial strategies with company goals.
Initial meeting to discuss your financial needs and determine fit for services.
Claim Mitch McLean CFP, Financial and Investment Advisor to update business info, respond to reviews, and access analytics.
Overall rating
D Ta
We’re very happy with the financial services from Mitch at Mandeville since working with him for the last couple years. Given the chaotic and unstable US economy caused by one single person (and his chosen unprofessional team members), I was concerned and asked Mitch for a recent meeting on the approach to deal with this challenge. After this meeting, we feel re-assured to stay the course with various strategies to steer through this rough waters, as this too will pass! Thanks for doing a great job, Mitch!
Chris Thiele
Mitch was great to talk to to get clarity on our business goals. While we're not a fit for his services just yet, I'm excited to work with him in the future after our endeavors start to take off. I love that he offered a free consultation and, very honestly, answered our questions to the best of his knowledge. If you're looking for an excellent Financial advisor for investment strategies and beyond in Canada, Mitch is your guy!
Amanda Bloom
We have been working with Mitch for the last 2+ years and our biggest regret is not starting sooner. Mitch is not only extremely knowledgeable, but he is also very talented at what he does. He always does what is best for your financial situation without you needing to ask. Thanks to Mitch we are on track to meet our financial goals to be able to retire and have financial freedom. If you are looking for help with investments, you will not be better served with anyone else. We could not recommend Mitch more!
Erin Leigh
Mitch and his team have been amazing! Professional, deeply knowledgeable, highly responsive! I am new to the investment world and he and his team have been incredibly patient, explaining every term and every option until I understand. I entirely trust them to support my financial goals and future .. and I’m so very grateful to have them on my side :)
Emma Tripp
I’ve been working with Mitch for quite a few years now and I only have positive things to say about him. Not only has he helped me achieve many financial goals already, he is so knowledgeable, quick to respond to any concerns I have and overall great to work with. I highly recommend him!
